Simon O'Connell
Chartered Financial Planner

0333 136 2261

30 Churchill Square Business Centre
Kings Hill
Maidstone
ME19 4YU

Expertise

Simon started in financial services in 1987 working in pension administration, later rising to Head of Pensions. He then worked for four years in a pension actuarial department before joining an IFA as an adviser in 2002. He joined LEBC and helped set up the Maidstone branch in 2015. Simon is the pensions on divorce specialist for the Maidstone branch.

Simon is responsible for setting the branch objectives and strategy, recruitment, appraisals and pay reviews.

Simon’s main focus is advising private clients and business owners on retirement planning, inheritance tax mitigation and investments.

Professional Qualifications

  • Advanced Diploma in Financial Planning

    - G10 Tax and Trusts

    - G60 Pensions

    - G80 Long Term Care 
     
  • Diploma in Financial Planning

    - J03 Tax and Legal Aspects of Business Planning

    - J05 Pension Income options
     
  • Certificate in Mortgage Advice and Equity Release
  • Certificate in Lifetime Mortgage Activities
  • Certificate in Long Term Care Insurance
  • Certificate in Life and Pensions
  • Award in Long Term Care Insurance
  • One exam away from Fellowship of the CII

Service Areas

  • Pre and Post Retirement Planning
  • Estate and Inheritance Tax Planning
  • Private Client and Trustee Investment Strategies
  • Pensions on Divorce
  • Protection Planning
  • Redundancy Counselling and Financial Education for Employees and Employers

Personal

Simon is a keen sports enthusiast, who particularly enjoys cycling and playing golf in his spare time. Simon also likes going to the cinema, attending concerts and collecting music.

Simon is a member of the Institute of Advanced Motorists and Kent Invicta Chamber of Commerce.

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